Carson Wealth (CWM LLC)
FBIZ icon

Carson Wealth (CWM LLC)’s First Business Financial Services FBIZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Buy
5,146
+219
+4% +$12.2K ﹤0.01% 2440
2025
Q4 		$268K Buy
4,927
+486
+11% +$25.4K ﹤0.01% 2326
2025
Q3 		$228K Buy
4,441
+2,862
+181% +$146K ﹤0.01% 2347
2025
Q2 		$80K Buy
1,579
+666
+73% +$31.9K ﹤0.01% 2903
2025
Q1 		$43K Buy
913
+299
+49% +$14.8K ﹤0.01% 3096
2024
Q4 		$28K Buy
614
+74
+14% +$3.46K ﹤0.01% 3217
2024
Q3 		$25K Buy
540
+243
+82% +$10.3K ﹤0.01% 3221
2024
Q2 		$11K Buy
297
+284
+2,185% +$9.76K ﹤0.01% 3477
2024
Q1 		$0 Buy
+13
New +$468 ﹤0.01% 4442

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